Brief: AMH Q2 EPS USD 0.28

American Homes 4 Rent

31/07/2025 21:09

Overview

AMH Q2 rents and other single-family property revenues up 8% yr/yr to $457.5 mln

Net income rises to $105.6 mln, $0.28 per diluted share, from $92.1 mln

Core FFO per share up 4.9% yr/yr

Outlook

AMH raises full-year 2025 Core FFO attributable to common share and unit holders guidance to $1.84-$1.88 per share

Company anticipates 4.0%-6.2% Core FFO growth for full-year 2025

AMH expects improved financing costs due to beneficial refinancing

Company sees better core revenues growth driven by strong leasing performance

Result Drivers

REVENUE GROWTH - Driven by increased rents and larger occupied portfolio

SAME-HOME NOI - Core NOI from Same-Home properties rose 4.1% due to higher rent and lower uncollectible rents

NEW HOME DELIVERIES - Delivered 636 newly constructed homes, enhancing portfolio growth

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Rents & other single-family property Revenue
$457.50 mln
Q2 Core Same-Home Revenue
$361.30 mln
Q2 EPS
$0.28
Q2 Net Income
$105.60 mln
Q2 Core FFO
$198 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 13 "strong buy" or "buy", 10 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the residential reits peer group is "buy"

Wall Street's median 12-month price target for American Homes 4 Rent is $41.00, about 14% above its July 30 closing price of $35.25

The stock recently traded at 48 times the next 12-month earnings vs. a P/E of 55 three months ago

Press Release: ID:nPnch1f5Za

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)